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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,474 | $100,073-82.5% | $85,126-79.5% | $145,877-88.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 14.17% | 84.11%-69.9pp | 66.63%-52.5pp | 551.28%-537.1pp |
| Employer contribution / active EE | $2,422 | $3,236-25.2% | $2,731-11.3% | $4,663-48.1% |
| Participant deferral / active EE | $4,530 | $5,294-14.4% | $4,523+0.1% | $6,691-32.3% |
| Admin fee / account holder | $1,173 | $7,261-83.8% | $6,160-81.0% | $13,402-91.2% |